See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $137,735 |
WINTRUST INVESTMENTS LLC6 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $41,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,588 | $122,693-44.9% | $184,203-63.3% | $199,593-66.1% |
| Participation rate | 88.1% | 86.8%+1.3pp | 86.8%+1.3pp | 72.0%+16.1pp |
| Annual return | 36.53% | 143.91%-107.4pp | 28.81%+7.7pp | 34.25%+2.3pp |
| Employer contribution / active EE | $1,933 | $4,584-57.8% | $6,427-69.9% | $3,034-36.3% |
| Participant deferral / active EE | $6,177 | $7,990-22.7% | $9,131-32.4% | $5,087+21.4% |
| Admin fee / account holder | $109 | $121-9.7% | $13,901-99.2% | $269-59.5% |